Disposal

Task:

Disposal

Who is notified:

Responsible users for final destination, specified in the record retention schedule associated with the category of the document that will be deleted.

When:

The receiving of the final destination document is approved. If the "Automatically send document to the archiving task after saving it in the system" option is checked in the general parameters and the document is being sent to the first archiving step, this task will be generated and it will not be necessary to issue and receive the transfer form.

Purpose:

Deleting the physical file, electronic file or record in SE Document of the document that has no secondary value for the organization.

1.

In the list of pending records, select the document whose physical file, electronic record or SE Document record will be deleted. It is possible to delete more than a document at a time. To do so, use SHIFT or CTRL keys or check next to each record.

2.

After that, click on the button on the toolbar.

3.

At this point, the system will request the documents deletion confirmation. Choose the desired option:

▪OK: The physical record, electronic record or document (SE Document) of the repository in which it was found stored according to the configurations established in the record retention schedule will be deleted.

▪Cancel: The documents will not be deleted and the document will remain pending for disposal.